Nexus Advisors Blog
Personal Financial Planning – The “One Day” List
Financial Planning Last year, I was in a training seminar. We started with a goal-setting exercise. The idea was to think about experiences we wanted to have, [...]
Financial Year in Review
Financial Review I hope you’ve enjoyed my biweekly updates, stories, strategies, and news items. Here is a year in review. Please see the bottom of this email [...]
Personal Financial Planning – Would you eat the marshmallow or wait for a second?
Personal Financial Planning This past weekend some dads from our school took our daughters camping. We of course roasted marshmallows for s’mores. As the girls held their [...]
Financial Health The Most Important Financial Number
Financial Net Worth When assessing our financial health, we often think of our financial life in silos: investment and retirement account values, savings accounts, home equity, spending [...]
4 Tips for How to Secure Your Financial Data
Secure Your Financial Data For this week’s letter, I asked a couple of clients that work in tech security what are the most important practical steps the [...]
Do We Need to Retire the Term “Retirement”?
Retirement On Your Terms The idea of retirement means different things to different people. To some, it can mean stopping work completely, hitting the golf course, then [...]
Am I Using My Income Wisely?
Financial Health Budgeting can be counter-productive and leave us feeling worse than when we started. We’ll go through a period where we feel “spending shame.” We’ll get [...]
Ten Years Ago From Coach & Teacher to Financial Advisor
Financial Career Move As many of you know, 10 years ago, I was coaching Texas High School football and teaching 8th grade social studies. My schedule was [...]
Balancing Saving for College and Retirement
Financial Responsibility Our financial goals are often in tension with one another. Balancing saving for college and retirement is a common one. Our instincts as parents are [...]
